Reason Tax Group Privacy Notice

Effective August 2026

Reason Tax Group, LLC provides tax preparation, tax planning, and related services. This notice describes how we collect, use, and protect the nonpublic personal information of our tax clients, including former clients.

Information We Collect

We collect information you provide to us to prepare your returns and deliver the services you engage us for. That includes tax organizers and supporting documents, Social Security numbers and other identifiers, income and deduction records, and bank account details used for refunds or payments. We may also receive information you authorize us to obtain from third parties, such as prior-year returns or brokerage statements.

How We Use and Share It

We use your information only to prepare your returns and provide the services in our engagement with you. Federal law (Internal Revenue Code Section 7216) prohibits tax preparers from using or disclosing tax return information for any purpose other than preparing a return without the client’s written consent. We do not sell client information. We share it only with service providers who assist in preparing your return under confidentiality obligations, or as required by law.

How We Protect It

We maintain a written information security program consistent with the FTC Safeguards Rule and IRS Publication 4557. That includes access controls, encryption of client data in transit and at rest, employee training, and oversight of the vendors who handle client information.

Record Retention

We retain client records as required by law and professional standards, and we dispose of them securely when the retention period ends.

Related Entities

Investment advice is offered through Merit Financial Group, LLC, an SEC Registered Investment Advisor. Reason Tax Group, LLC is a separate legal entity.

Questions

Call us at (858) 483-7500, email Inbox@YourReason.com, or write to 4747 Morena Blvd, Suite 102, San Diego, CA 92117.